PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $221M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$524K
3
+$465K
4
K
Kellanova
K
+$200K
5
VOD icon
Vodafone
VOD
+$109K

Top Sells

1
+$606K
2
+$89.3K
3
+$87.9K
4
SBUX icon
Starbucks
SBUX
+$77.5K
5
BA icon
Boeing
BA
+$76.3K

Sector Composition

1 Financials 24.07%
2 Energy 12.15%
3 Consumer Staples 12.03%
4 Industrials 11.48%
5 Technology 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3K ﹤0.01%
41
302
$3K ﹤0.01%
251
303
$3K ﹤0.01%
300
304
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43
305
$3K ﹤0.01%
103
306
$3K ﹤0.01%
+101
307
$3K ﹤0.01%
232
308
$3K ﹤0.01%
111
309
$3K ﹤0.01%
71
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$3K ﹤0.01%
39
311
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37
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$3K ﹤0.01%
40
-40
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$2K ﹤0.01%
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$2K ﹤0.01%
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$2K ﹤0.01%
113
317
$2K ﹤0.01%
42
318
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203
-8
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$2K ﹤0.01%
41
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188
321
$2K ﹤0.01%
200
322
$2K ﹤0.01%
78
323
$2K ﹤0.01%
+50
324
$2K ﹤0.01%
37
325
$2K ﹤0.01%
74
11 12
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